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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Curbstone who wrote (613)3/2/1999 11:30:00 PM
From: Mike Buckley  Read Replies (2) of 54805
 
Aloha Mike,

I'm getting back to the thread before having a chance to read all the posts but I want to respond to the issue you raised about monitoring baskets of potential gorillas in this folder. I'd like clarification from Frank (if he hasn't already written it), but my understanding that this folder was created because of the interest in NOT adhering exactly to gorilla game principles written by the author. The fact that we're enthusiastically watching Kings and potential Kings is inidicative of that.

My thinking is that it's OK not to have baskets of potential gorillas and king in this folder there is also the by-the-book Gorilla Game folder that baskets can be followed.

Relative to that, I'll be reporting monthly on the basket of front office stocks but only because I was asked to do it. That discussion might not be appropriate for this folder. If there is a consensus opinion that, indeed, it is not appropriate I'm happy to discontinue the monthly wrap-up.

--Mike Buckley
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